Commercial Lines Insurance Account Executive: HOA/Real ...

If you feel underpaid at your current insurance brokerage and want to find a new Commercial Lines Account Executive role with a growing brokerage that has no plans to sell, and offers an outstanding six figure salary, this could be your new home!My client is a growing privately held National insurance brokerage. This role is for their Lake Oswego, Oregon office. You will be an Account Executive supporting one key Producer on a 1.5M revenue book with 15 accounts. These are very large habitational risks. Your team will consist of 3 Account Managers with CSRs for processing support. This is a hybrid role with 3 days/week in the office to allow for great team culture and mentoring opportunities. You will be the subject matter expert for the accounts and the quarterback for the Producer for all renewals and RFP's.Key responsibilities:Maintains and enhances relationships with existing clients by executing proactive, creative, and on-going contact initiativesProactively understands the requirements and needs of a client accountProvide strategic planning and consulting advice to clients including the production of Requests for Proposal, coordination of vendor responses, analysis and comparison of RFP responses, and preparation of a client report with recommendationsConsults with clients to review investment options, vender services, fees, strategies and goalsConsults regularly with clients to review large claims, abnormal utilization results, and monthly claims experienceReviews and issues profitability assists on all "fee-at-risk" proposalsAssists in the establishment and attainment of revenue goals for existing and new businessProvides input in the development and implementation of policies and procedures, as well and operating and strategic plans within area of specialtyDevelops and maintains dependable working relationships with carriers, broker servicing networks, and other providersOversees issue-resolution between client and the vendorCoordinates market selection for new and renewal business on designated accountsInitiates and duplicates new business report activitiesGenerates new business opportunities through cross-sellingNegotiates program terms and costsProvides information, concepts, techniques, and programs to department associates to improve and enhance working knowledge, mentors and trains junior staffThe company offers an excellent six figure starting salary with bonus, generous PTO, and retirement plan.Candidates MUST Have an Oregon P & C license, 5+ years of Commercial Account Executive retail insurance brokerage experience with large, layered property risks. (HOA, Condo's preferred), and excellent client-facing skills.To apply, email your resume to info@ or call 360-392-8140.

Created: 2025-01-23